Beckerman Institutional, LLC
Filing Date
Global Rank
#6,857
/ 8,603
▲ 103
· as of Mar 2026
Top Industry
Insurance - Diversified
38.4%
3Y Alpha vs SPY
+1.7%
Period ended 3 months ago
Filed May 4, 2026 · 2mo
7 quarters · since Sep 2024
Clone Performance
Nov 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+30.7%
SPY
+27.9%
Annualised alpha
+1.5%
Max drawdown
−9.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
41 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
32.8%
+0.0 pts
Top 5
63.2%
−1.6 pts
Top 10
75.1%
−2.6 pts
HHI
1,438
Diversified−39
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 51.6% | $25,113,819 |
| Communication Services | 17.5% | $8,528,631 |
| Unclassified | 14.5% | $7,056,561 |
| Technology | 8.0% | $3,881,042 |
| Consumer Defensive | 3.6% | $1,771,752 |
| Healthcare | 3.4% | $1,647,311 |
| Consumer Cyclical | 1.1% | $526,090 |
| Industrials | 0.4% | $176,511 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RGT | Royce Global Trust, Inc. | +9,962 | 22,853 | $305,316 | |
| BRK-B | Berkshire Hathaway Inc | +1,097 | 33,375 | $15,993,300 | |
| IAUM | iShares Gold Trust Micro | +1,066 | 10,043 | $469,008 | |
| CRM | Salesforce, Inc. | +871 | 1,921 | $358,593 | |
| MSFT | Microsoft Corp | +322 | 3,251 | $1,203,422 | |
| GOOGL | Alphabet Inc. | +43 | 23,212 | $6,674,842 | |
| AMZN | Amazon Com Inc | +24 | 2,526 | $526,090 | |
| BCV | Bancroft Fund Ltd | +15 | 73,919 | $1,592,215 | |
| META | Meta Platforms, Inc. | +7 | 2,504 | $1,432,613 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLDM | World Gold Trust | −7,841 | 51,344 | $4,759,075 | |
| GGZ | Gabelli Global Small & Mid Cap Value Trust | −1,356 | 57,529 | $864,085 | |
| ECAT | BlackRock ESG Capital Allocation Term Trust | −1,027 | 34,589 | $469,718 | |
| TY | TRI-CONTINENTAL Corp | −510 | 39,994 | $1,263,410 | |
| NFJ | Virtus Dividend, Interest & Premium Strategy Fund | −414 | 55,429 | $698,959 | |
| IAU | Ishares Gold Trust | −330 | 8,639 | $761,614 | |
| PFE | Pfizer Inc | −275 | 14,417 | $404,829 | |
| WMT | Walmart Inc. | −22 | 2,798 | $347,735 | |
| QQQ | Invesco Qqq Trust, Series 1 | −20 | 411 | $237,220 | |
| GLD | Spdr Gold Trust | −8 | 1,251 | $538,292 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PLTR | Palantir Technologies Inc. | 1,349 | $239,784 | |
| No positions match the current search. | ||||
41 positions ·
$48,701,717 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 33,375 | $15,993,300 | 32.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 23,212 | $6,674,842 | 13.71% | |
| GLDM |
World Gold Trust
|
Reduced | 51,344 | $4,759,075 | 9.77% | |
| AAPL |
Apple Inc.
Technology
|
Held | 6,972 | $1,769,423 | 3.63% | |
| BCV |
Bancroft Fund Ltd
Financial Services
|
Added | 73,919 | $1,592,215 | 3.27% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,504 | $1,432,613 | 2.94% | |
| TY |
TRI-CONTINENTAL Corp
Financial Services
|
Reduced | 39,994 | $1,263,410 | 2.59% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,251 | $1,203,422 | 2.47% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 3,400 | $1,000,144 | 2.05% | |
| GGZ |
Gabelli Global Small & Mid Cap Value Trust
Financial Services
|
Reduced | 57,529 | $864,085 | 1.77% | |
| IAU |
Ishares Gold Trust
|
Reduced | 8,639 | $761,614 | 1.56% | |
| NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
Financial Services
|
Reduced | 55,429 | $698,959 | 1.44% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 3,809 | $629,780 | 1.29% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Held | 3,500 | $550,480 | 1.13% | |
| GLD |
Spdr Gold Trust
|
Reduced | 1,251 | $538,292 | 1.11% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 2,195 | $536,545 | 1.10% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 10,866 | $529,717 | 1.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,526 | $526,090 | 1.08% | |
| PNI |
Pimco New York Municipal Income Fund II
Financial Services
|
NEW | 75,711 | $518,620 | 1.06% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 6,243 | $474,780 | 0.97% | |
| ECAT |
BlackRock ESG Capital Allocation Term Trust
Financial Services
|
Reduced | 34,589 | $469,718 | 0.96% | |
| IAUM |
iShares Gold Trust Micro
|
Added | 10,043 | $469,008 | 0.96% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 2,008 | $436,719 | 0.90% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 14,417 | $404,829 | 0.83% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 445 | $376,465 | 0.77% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 1,921 | $358,593 | 0.74% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 2,798 | $347,735 | 0.71% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 4,410 | $342,171 | 0.70% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 4,841 | $319,457 | 0.66% | |
| V |
Visa Inc.
Financial Services
|
Held | 1,024 | $309,493 | 0.64% | |
| RGT |
Royce Global Trust, Inc.
Financial Services
|
Added | 22,853 | $305,316 | 0.63% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 448 | $291,352 | 0.60% | |
| COF |
Capital One Financial Corp
Financial Services
|
Held | 1,551 | $282,948 | 0.58% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Held | 584 | $269,218 | 0.55% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 411 | $237,220 | 0.49% | |
| BX |
Blackstone Inc.
Financial Services
|
Held | 1,881 | $216,296 | 0.44% | |
| T |
At&T Inc.
Communication Services
|
NEW | 7,298 | $211,569 | 0.43% | |
| NFLX |
Netflix Inc
Communication Services
|
NEW | 2,180 | $209,607 | 0.43% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 614 | $207,433 | 0.43% | |
| FDX |
Fedex Corp
Industrials
|
NEW | 615 | $176,511 | 0.36% | |
| ECF |
Ellsworth Growth & Income Fund Ltd
Financial Services
|
Held | 12,794 | $142,653 | 0.29% |